Albuquerque, NM Louisiana Blvd NE Office

Matt Jones is a Financial Consultant at Fidelity Investments, where he has been employed since 2010 in various roles. His current position, which he has held since 2022, involves providing financial planning and investment services to clients. Throughout his tenure at Fidelity Investments, Matt has served in multiple capacities including Planning Consultant, Senior Relationship Manager, Relationship Manager, Financial Representative, and Resolutions Manager. Matt's professional experience spans over a decade in the financial services industry, with a focus on developing strong client relationships and delivering financial confidence and peace of mind. He holds a California Insurance License and has also worked as a Financial Representative with Princor Financial Services Corp and as a Financial Representative and Agent with Principal Life Insurance Company. Outside of his professional work, Matt enjoys family activities, hiking, visiting museums, music, reading, and singing.

Richard Getty is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He brings over three decades of financial experience to his position, working primarily with affluent families to help them achieve their financial goals and manage their family's wealth. His approach involves understanding clients' situations, analyzing their financial standing, developing and implementing formal financial plans, and monitoring progress. His professional experience includes various roles at Fidelity Investments since 2011, including Financial Consultant, Investment Consultant, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, Richard held financial advisor positions at GWN, Waddell and Reed, Morgan Stanley, and Edward Jones. He also worked as an Account Executive at Meritage Mortgage and United Lending. Outside of his professional work, Richard has personal interests in biking, cars, golf, motorcycles, photography, and reading.

Travis Haguewood is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2012, holding various roles including Financial Consultant since 2017, Investment Consultant from 2015 to 2017, Relationship Manager from 2013 to 2015, and Financial Representative from 2012 to 2013. Prior to joining Fidelity, he was a Pension Specialist Intern at Veritude from 2011 to 2012. As a Certified Financial Planner®, Travis has over a decade of experience working directly with families on their financial futures. He focuses on helping families work toward their goals by managing expectations and making adjustments over time. Travis is an Albuquerque native who values family and community. Outside of his professional work, Travis enjoys baseball, golf, motorcycles, and yoga.

John Humphrey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role, he collaborates with individuals and families to develop personalized financial plans. With 12 years of experience at Fidelity, John has held various positions including Financial Consultant, Investment Consultant, Relationship Manager, and Trader. His work involves helping clients understand their financial options and make informed decisions. Outside of his professional activities, John enjoys baseball, camping, fishing, fitness, parenthood, and volunteering.

Vanessa Borunda is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In her work, she focuses on building strong, personal relationships with clients to understand their goals, values, and circumstances. This approach supports the development of financial strategies tailored to each client's unique financial situation. Vanessa aims to be a trusted partner for her clients, guiding them through significant life milestones and adjusting financial plans as their needs and priorities change. Outside of her professional life, she has interests in art, cooking and baking, social events with friends, parenthood, and caring for pets.

Kristen Kauffman is the Branch Leader at Fidelity Investments, where she leads the local Investor Center. In this role, she provides financial and investment guidance to clients, including one-on-one retirement planning, wealth planning, income strategies, college planning services, and integrated employee benefits strategies. She has been with Fidelity Investments since 2020, progressing from Planning Consultant to Financial Consultant before assuming her current leadership position in 2023. Prior to joining Fidelity, Kristen worked as a Financial Advisor at Merrill Lynch Wealth Management from 2019 to 2020 and as an Operations Assistant at Gwyther & Holt Investment Advisors from 2018 to 2019.

Roan Conley is currently a Planning Consultant. He has professional experience in the financial services industry, having worked as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative at Fidelity Investments from 2023 to 2024. Roan focuses on understanding clients' needs to develop financial plans that are straightforward and aligned with their goals. Outside of his professional role, Roan has interests that include outdoor adventures, skiing, soccer, and spending time with pets.

Rob White is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to understand their goals and concerns, involving their entire family in the planning process to address the areas most important to them. Rob has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, Relationship Manager, and Workplace Planning and Guidance Support Specialist. Prior to his current role, he served as Vice President, Financial Consultant at Charles Schwab from 2021 to 2023. Rob is a CERTIFIED FINANCIAL PLANNER™ professional. Further details about his education or personal interests were not provided.

Samantha Wanta is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held roles at UPS, Philmont Scout Ranch, and the California Nurses Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Victor Batalla is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on becoming an essential financial resource to his clients by helping them navigate their financial lives and simplify the path toward achieving their goals. Victor brings a breadth of experience in financial services, having worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2022, and as a Wealth Management Banking Specialist at Merrill Lynch from 2018 to 2021. Prior to his current position, he was a Workplace Planning and Advice Consultant at Fidelity Investments from 2016 to 2017. Outside of his professional work, Victor has interests that include board games, cars, fitness, food, social events, and reading.

Richard Pellegrino is a Financial Consultant currently working at Fidelity Investments since 2015. He has a client-centric approach to financial planning, focusing on understanding the priorities of his clients and their families to empower them in making informed decisions. His process is organized and straightforward, aiming to develop strategies tailored to individual situations. Prior to his current role, Richard worked as a Financial Advisor at Merrill Lynch from 2009 to 2015 and as an Investment Banker at Blinder Robinson & Company in 1990.

Samantha Romero is a Financial Consultant I currently working at Fidelity Investments. In her role, she partners with clients to develop, review, and maintain their financial plans, aiming to support them in working towards their life goals. She has experience in financial planning and participant services, having served as a Planning Consultant at Fidelity Investments since 2022 and previously as Manager of Participant Services from 2013 to 2022. A New Mexico native, Samantha has a particular interest in financial education and planning.

Rose Herrera is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. In this role, she partners with clients to develop personalized financial strategies that align with their individual goals and simplify their financial decisions. Her approach emphasizes transparent and tailored advice to support informed investment choices and wealth protection. Prior to her current position, Rose held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2023, Relationship Manager in 2021, and Financial Representative from 2020 to 2021. These roles have contributed to her experience in financial planning and client relationship management. Rose is dedicated to collaborating with clients to enhance their financial well-being and foster confidence in their financial futures.

Eric Wood is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Woodforest National Bank for six years and DoorDash for two years. Outside of finance, he tutors high school students in math on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services, including discretionary portfolio management and fund advisory, and is notable for its use of systematic methodologies and formal advisory roles to registered investment companies.

Brian Montgomery is a Planning Consultant at Fidelity Investments, where he focuses on partnering with clients to understand their families and needs to develop effective strategies and investment plans. He has held several positions within Fidelity Investments since 2022, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Brian served as a Business Banking Relationship Manager and Branch Manager at U.S. Bank from 2009 to 2022. Outside of his professional role, Brian has interests in board games, camping, hiking, painting, reading, and traveling.